Trump, Year-end Planning, and Married Status: It’s Complicated

December 27, 2016 · Brian Lipton

During these final days of 2016, we hope you are enjoying holiday gatherings with family and friends. In addition to holiday cheer, winter vacations, and travel, another year end tradition turns our... Read More →

Sound Planning Strategies for Those Who Didn’t Grow Up as Part of The Brady Bunch

October 10, 2016 · Teresa Shawver

Most anyone with access to television during the last 47 years is likely familiar with The Brady Bunch - a blended family of what seemed to be some of the happiest darn people in the world who always worked... Read More →

In Praise(?) of College Debt

August 25, 2016 · Will W. Carter

A Wall Street Journal blog post earlier this year cited a study which concluded that millennials who borrowed money to secure a college degree were more likely to achieve certain measures of financial success... Read More →

Empower Your Child with Fundamental Saving and Spending Practices

July 12, 2016 · John T. Slicer

Take a moment to think back to that well-taught, highly practical personal finance class that you experienced in school. This was the class that taught us to maintain and balance a checking account. ... Read More →

The Life Insurance Riddle

March 28, 2016 · Rod Diaz

One of the perks of being a financial advisor is that you get to share in the dreams and passions of your clients. You get to celebrate the milestones with them and, from time-to-time, you get to share some of... Read More →

Preparing to Pay Before—and After—College

March 17, 2016 · Erica Crouse

As a senior in high school who was considering preparations for college, I can remember thinking, “My parents will take care of it!” Then, a decade later, as a financial aid director, I realized... Read More →

Happy Money, Happy Legacy: Rethinking How You Invest Your Time and Your Money

March 01, 2016 · Rod Diaz

I had long held the idea that there were only three things one could do with money: spend it; save it; or gift it (i.e. give it away). And, as a Financial Advisor, I had lumped investing into the &ldquo... Read More →

To Nudge or Not to Nudge – What to Ask of Your Financial Advisor

January 19, 2016 · Will W. Carter

A lot has been written over the past decade about the tendency of otherwise smart and accomplished people to make what appear to be dumb decisions with their finances and other life choices. See, for... Read More →

The Real Costs of Procrastination

August 07, 2015 · Jackie Lawson

Procrastination is defined as "putting off, delaying, or deferring an action until a later time." All of us may be guilty of this from time to time, whether it be putting off a household chore, not... Read More →

Downward Mobility - Why So Many Kids from Wealthy Families Earn Less Than Their Parents

August 07, 2015 · Will W. Carter

One of the highest priorities for many of my clients is helping their children move into financially secure careers.Read More →

College Costs are Going Down - and Other Education Trends Worth Noticing

June 26, 2015 · Will W. Carter

One of the most emotionally and financially discomforting issues faced by parents of young children is how to pay for college education. For deep-rooted biological reasons, we are, as a species... Read More →

Why You Might Want To Give Up Trying To Balance Work and Life...

June 23, 2015 · Will W. Carter

One of the concerns clients often raise with McKinley Carter advisors is how to achieve a healthy balance between activities that are associated with improving their financial situation (e.g., education, job... Read More →

Toward What Ultimate Purpose Should Your Financial Goals Aim?

May 19, 2015 · Will W. Carter

At McKinley Carter, we accept as “true” the notion that, without help from other people, we suffer and ultimately die – and that the most reliable way to secure help from others is to help... Read More →

Teach Your Children Well – The Benefits of Having a Working Mom

May 16, 2015 · Will W. Carter

Having helped hundreds of people manage their financial situation, I have observed that most people’s financial practices (career, spending, saving, investments, estate planning, etc.) are hugely shaped... Read More →

What Type of Spouses are Predictive of Career Success?

May 16, 2015 · Will W. Carter

There’s been a lot written about how people's careers affect their personal lives at home, but less about the huge impact that home life has on performance at the office. It seems obvious... Read More →

Case Study: Does Money Just Reveal Family Dysfunction – Or Cause It?

May 02, 2015 · Will W. Carter

In my experience, money matters are more likely to shine a light on pre-existing family conflict than to generate conflict in the first place. However, there is no doubt that growing up rich and entitled... Read More →

Charitable Giving and Children: Inspiring Kids to Give Back

March 25, 2015 · Kara L. Rogers

On Friday, March 11, 2011, an 8.9-magnitude earthquake struck Japan. A New York Times account stated skyscrapers shook, furniture toppled, and highways buckled. Thirty-foot waves rushed onto shore... Read More →

The More Financially Secure You Are, The Less Time You Have...

February 01, 2015 · Will W. Carter

One of the most important concerns of our wealth management clients involves a resource even more finite than their money – their time. A century ago, the rich were known as the leisure class... Read More →

Caring for the Caregiver: An Interview with Alyson Lyon

March 27, 2014 · Deborah A. Moses

Taking care of aging parents is an increasing reality for many baby boomers. If you are not engaged in caretaking of an elderly family member, you probably know someone who is. We have entered, for the... Read More →

Lessons Learned from My Family’s Will Contest

September 03, 2013 · Deborah A. Moses

I am leading a will contest on behalf of 17 cousins. Helping my extended family gives me great pleasure, particularly because it has re-connected me with long lost cousins. It has taken me &ldquo... Read More →

Should a 3 Year Old have a Credit Card?

April 27, 2011 · MCWS

I don’t generally pay much attention to credit card offers I receive at home. I’ve opted out of most of them, but when a few squeak by, I usually shred them, envelope and all. Read More →

Taking Stock – Under 21 Edition

February 11, 2011 · MCWS

A collection of interesting children themed financial posts you may have missed this week. Read More →